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Headline Issue Diary Date
Public warned of scam involving impersonation of Freedom Capital Investment Managers and Ms Victoria Leigh Cook 329 CompliNEWS 05 Jul 2024
SARS and CIPC tighten beneficial ownership compliance to exit FATF grey list 329 CompliNEWS 05 Jul 2024
Crucial to enact SA's first Climate Change Bill 329 CompliNEWS 05 Jul 2024
EY Kenya debarred by World Bank for conflict of interest and corruption 329 CompliNEWS 05 Jul 2024
Quirky Investments used suspended FSP number linked to R2.7bn Ponzi scheme 329 CompliNEWS 05 Jul 2024
Standard Bank loses appeal as clients argue prescription on home loan recovery 329 CompliNEWS 05 Jul 2024
Regulatory technology aids compliance duties 329 CompliNEWS 05 Jul 2024
Capitec fires employees over debit order switch manipulation scheme 329 CompliNEWS 05 Jul 2024
Warning ahead of two-pot roll-out 329 CompliNEWS 05 Jul 2024
Denmark charges Nordea in largest money laundering case for failing to investigate €3.5 billion in transactions 329 CompliNEWS 05 Jul 2024
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Working Smart

By Lee Rossini

As artificial intelligence (AI) continues to evolve, small financial advice firms are presented with an opportunity to enhance efficiency and client service without losing the human touch that clients trust. The key to success lies in achieving the right balance – leveraging AI to support, not replace, human financial planners. Here are some guidelines on how to find this balance.

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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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